Jodi Manthei is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corporation for 30 years. Manthei is a member of the St. Charles Cultural Commission, a nonprofit community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, with a focus on due diligence and access to multiple management platforms.

Jayson Wagner is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also affiliated with Agia. Outside of his advisory role, Wagner occasionally serves as a tour guide for undeveloped land sales with BG Development Group. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Harvey is a financial advisor at Guardian Life with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including NYLIFE Securities LLC, Eagle Strategies LLC, The Prudential Insurance Company of America, and MML Investors Services, LLC. Harvey also engages in the sales and services of insurance products outside of Guardian Life. Guardian Life’s subsidiary Park Avenue Securities LLC offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.

Betty Schuster is a CFP® with 39 years of industry experience, currently serving with Kestra Advisory. She has held roles at Principal Securities, Schuster Financial Services, and Principal Life Insurance Company. Schuster also chairs the board of directors for Columbia Insurance Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and multiple management platforms, managing approximately $79.8 billion in assets.

Russell Fox is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC. His prior experience includes significant tenures at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and Ameriprise. Outside of his advisory work, he is a partner and president of Skeels & Fox Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, serving a range of clients that includes sovereign wealth funds and large institutional investors.

Morgan Smith is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra Advisory in 2023, Morgan worked at Bank of America and Merrill. Morgan serves on the board of directors for the New England School of the Arts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and manages various investment platforms, serving clients with approximately $79.8 billion in assets under management.

Matthew Brown is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 18 years of industry experience. He has been affiliated with Kestra Investment Services since 2008 and Main Street Financial Group since 2007, where he serves as a financial advisor. Brown is also involved in insurance as a producer through a separate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

John Blood is a financial advisor with Commonwealth Financial Network in Austin, TX, holding CFP® and CFA® designations and over 19 years of industry experience. His prior experience includes roles at Ladenburg Thalmann Financial Services, JJCC Financial, and Efficient Advisors. Outside of his advisory work, he is licensed as a residential real estate sales agent in Austin. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, compliance, and practice-management support. The firm offers a range of program structures and discretionary model portfolios managed by its Investment Management and Research team.

David Hamlin is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and 65 licenses and bringing 39 years of industry experience. He has a long career history including roles at ProEquities, Inc. and Concourse Financial Group, and serves as a board member of Sinclair Baptist Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education supported by due diligence and a range of management platforms.

Rey Camacho is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill Lynch, Morgan Stanley, and Bank of America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance relies on standardized asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Jeremy Reese is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years. Reese also owns Mitman Reese and Associates, an independent planning practice based in Atlanta, and is involved in private equity and real estate investment holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and utilizes multiple management platforms alongside third-party managed solutions.

Casey Sclar is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory Services, LLC and Kestra Investment Services, LLC in 2025, Casey held roles at Atrium Payroll Services, LLC, P3Works, LLC, and JVM Lending. Outside of financial services, Casey operates an online retail business focused on purchasing and reselling electronics and other goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting primarily to plan sponsors and a diverse client base that includes institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Dena Mcsherry is a Series 66-licensed financial advisor with 24 years of industry experience, currently with PlanMember Securities Corporation since 2014. She previously worked at The McGlothlin Group and operates a self-employed investment-related business focused on insurance sales and services. Additionally, she serves as president of Inland Wealth Management, Inc., a banking entity established for tax purposes. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Steven Harvey is a CFP® with 23 years of experience in financial advisory, currently serving at Creative Planning since 2024. Prior to this, he worked at Maxwell Locke & Ritter LLP and its affiliated wealth management firm from 2000 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Jordan Sandfer is a CFP® certificant with two years of industry experience. He is currently with Hightower Advisors and previously worked at Financial Advisors Network, Inc., Insight Wealth Strategies, Sandfer Fikert & Associates, LLP, and Insight Accounting, LLP. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers alongside proprietary research and diversified investment strategies.

Mark Soderquist is a financial advisor at VOYA Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Capitol Wealth Strategies. Outside of financial advising, he has worked as a delivery driver with Inspired Delivery LLC and is an agent authorized to sell non-securities insurance products for AGIA. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm utilizes investment policy statements and model portfolios supported by in-house and external strategists, providing a mix of non-discretionary and limited discretionary management arrangements.

Thomas Sibley Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011, with prior experience at New England Securities. In addition to his advisory work, he serves as an independent insurance agent and moderates an insurance class at a local university. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Bryce Currier is a financial advisor at Creative Planning with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, he worked at ML&R Wealth Management and Fidelity Investments. Creative Planning provides wealth management and financial planning services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Claudia Glover is a CFP®-certified financial advisor with 22 years of industry experience, currently with Kestra Advisory Services, LLC. Her prior experience includes roles at Wells Fargo Clearing and Ameriprise. She is also involved as Chief Investment Officer at Brotman Financial Group, overseeing the firm’s investment strategy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Scott Thompson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 24 years of industry experience. He worked at Edward Jones for 22 years before joining Kestra Advisory in 2024. Thompson is also involved in managing client assets and reviewing insurance products through related business activities in Flagstaff, Arizona. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.